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Near 75013. Allen.

24 financial advisors & firms and 13 insurance agents verified near Allen, TX — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 75013

Monument Retirement & Wealth Advisory, LLC0 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $8M AUM

CRD 135311 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cadence Financial Advisors, LLC0 mi

RIA firm · Allen, TX 75013 · Registered investment adviser

CRD 141807 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Assetbuilder, INC.0 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $813M AUM

CRD 142665 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
New Dimensions Wealth Management, L.L.C.0 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $182M AUM

CRD 152136 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Revere Asset0 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $408M AUM

CRD 152881 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Act Wealth Management, LLC0 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $569M AUM

CRD 155131 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Corus Family Wealth Advisors, INC.2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $620M AUM

CRD 114702 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Yield Financial Advisors2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $22M AUM

CRD 162235 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Nashional Investments2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $16M AUM

CRD 289955 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Krishna Wealth Planning2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $37M AUM

CRD 304613 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fbs Securities2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $45M AUM

CRD 326538 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Align Financial Advisors, LLC2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $74M AUM

CRD 333905 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
WG Plan LLC2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $5M AUM

CRD 338296 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rtb Wealth Advisors, LLC2.8 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser

CRD 338599 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
White Rock Resources Holdings, LLC3.1 mi

RIA firm · Plano, TX 75025 · Registered investment adviser

CRD 332560 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insight Wealth Partners4.5 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $1.1B AUM

CRD 153635 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wealthstar Advisors, LLC4.5 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $724M AUM

CRD 164957 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
in-christ Asset Management, LLC4.5 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $420k AUM

CRD 333883 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Knode Wealth Management LLC4.5 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $21M AUM

CRD 336114 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vessel Financial Planning LLC4.5 mi

RIA firm · Plano, TX 75023 · Registered investment adviser

CRD 338596 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Macro Wealth Advisors, INC.5.1 mi

RIA firm · Mckinney, TX 75072 · Registered investment adviser · $21M AUM

CRD 127586 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gurufocus Investments, LLC5.1 mi

RIA firm · Plano, TX 75072 · Registered investment adviser · $36M AUM

CRD 316414 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
First Choice Financial Planning LLC5.2 mi

RIA firm · Allen, TX 75002 · Registered investment adviser

CRD 309162 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Urban Fund Management, LLC5.7 mi

RIA firm · Plano, TX 75074 · Registered investment adviser · $768M AUM

CRD 167491 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 75013

Swingle Collins & Associates13.9 mi

Insurance · Dallas, TX 75240 · Private client insurance for successful families; high-value home, auto, umbrella

This is you? Claim itclaimable & removable by its owner
Brent Cooper18.1 mi

Insurance · State Farm · Dallas, TX 75225 · Home/auto — 8201 Preston Rd, Preston Hollow/University Park

This is you? Claim itclaimable & removable by its owner
Allen Pitts18.1 mi

Insurance · State Farm · Dallas, TX 75225 · Home/auto — 8226 Douglas Ave

This is you? Claim itclaimable & removable by its owner
Larry Sandlin19.9 mi

Insurance · State Farm · Dallas, TX 75209 · Home/auto — Mockingbird Ln; serves Preston Hollow since 2005

This is you? Claim itclaimable & removable by its owner
Kathy Wall19.9 mi

Insurance · State Farm · Dallas, TX 75209 · Home/auto — 5600 W Lovers Lane

This is you? Claim itclaimable & removable by its owner
Melanie Irvin19.9 mi

Insurance · Farmers · Dallas, TX 75209 · Home/auto — 4807 W Lovers Ln

This is you? Claim itclaimable & removable by its owner
Steve Barnes20.1 mi

Insurance · State Farm · Dallas, TX 75205 · Home/auto — 4403 N Central Expy, Highland Park adjacent

This is you? Claim itclaimable & removable by its owner
Thumann Insurance Agency20.4 mi

Insurance · Dallas, TX · High-value home insurance for Highland Park/University Park; $750k+ dwelling specialists

This is you? Claim itclaimable & removable by its owner
Tower Street Insurance20.4 mi

Insurance · Dallas, TX · Private client placement (Chubb) for Highland Park estates, art, collections

This is you? Claim itclaimable & removable by its owner
Sheaner Insurance Agency20.4 mi

Insurance · Dallas, TX · Home, auto and business insurance for Dallas families

This is you? Claim itclaimable & removable by its owner
Higginbotham20.4 mi

Insurance · Dallas, TX · Private client: vacation homes, fine art, jewelry, claims advocacy

This is you? Claim itclaimable & removable by its owner
Allen Thomas Group20.4 mi

Insurance · Dallas, TX · High-value homeowners (Chubb, AIG, Cincinnati) across Texas metros

This is you? Claim itclaimable & removable by its owner
North Texas Insurance Group, LLC20.4 mi

Insurance · Allstate · Dallas, TX · Auto/home — serves University Park, Highland Park, Preston Hollow

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Allen, TX.

  • Mckinney, TX3 mi
  • Plano, TX5 mi
  • Plano, TX6 mi
  • Mckinney, TX7 mi
  • Plano, TX7 mi
  • Frisco, TX8 mi
  • Plano, TX9 mi
  • Dallas, TX10 mi
  • Richardson, TX10 mi
  • Prosper, TX11 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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